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ANDREW GARRETT, INC.
ANDREW GARRETT, INC.
NEW YORK, New York
·
7 registered advisors
·
CRD# 29931
SEC# 801-71581
9
212-682-8833
01
Firm Overview
AUM
$470M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at ANDREW GARRETT, INC.
7 registered advisors
Andrew Garrett Sycoff
NEW YORK, New York
CRD# 2119089
James Robert Jr Mitchell
NEW YORK, New York
CRD# 1374268
Jannelle Lynn Cannizzaro-Fong
NEW YORK, New York
CRD# 4249300
Jesse Lloyd Upchurch
NEW YORK, New York
CRD# 4658478
Mark Henry Maurer
NEW YORK, New York
CRD# 1496683
Revan Richard Schwartz
NEW YORK, New York
CRD# 2748110
Robert Nathan Schaffer
NEW YORK, New York
CRD# 4709587
05
Office Locations
NEW YORK, New York
7 advisors
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Data sourced from SEC Form ADV filings. ANDREW GARRETT, INC. (CRD# 29931) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.